Monthly Archives: March 2016

See how to secure a wonderful succession…

Would you want your successor to be successful when you pass the baton?   49% of business owners have an Estate plan in place but only 33% have a life plan! While it is important for an owner to plan for the event of their death, the more likely event is that they live. William Read More

Control Your Destiny! Stop Procrastinating! Plan Now!

Nearly two-thirds of business owners lack a formal succession plan. Business owners overwhelmingly fail to recognize the complexities involved in business transfers and sales. It’s a reoccurring problem in our most entrepreneurially-spirited clients—they think ahead about their businesses’ long-term vision but not beyond their own leadership. Whether you’re one month or 10 years away from Read More

Is your business missing out growing from within?

Everyone would agree: We are in a competition for talent. The question is whether there is sufficient identification of planning programs in place to grow from within. If I were on your board, I’d want to know how you ensure over the next 10 years that you are bringing diversity and getting a good cross-section Read More

Would you want to be wealthier with more freedom?

You-proofing Your Business Making your business less dependent on you has a number of benefits: you can scale your company more quickly if you’re not acting as a bottleneck; you get more time to enjoy life outside of your business; and a business less dependent on its owner is much more valuable to an acquirer. Read More